We recognize that every institution faces its own unique set of challenges. As a values-aligned partner, we help you manage your fiduciary duties and meet your organization’s financial goals while maintaining alignment with the core mission of your organization.
Our team works proactively to anticipate the unique needs of your organization and provide wise counsel across a full range of institutional consulting solutions. Whether your organization is a church-affiliated endowment, foundation, or educational institution, our services are tailored to best suit your needs and can evolve as you grow.
Our consulting services include:
- Investment Committee Development & Education
- Policy and Guideline Development
- Strategic Planning
- Portfolio Modeling and Asset Allocation
- Manager Research, Selection, and Monitoring
- Performance Reporting and Analysis